Ajera Credit Card Import & Processing

Let’s make your job easier!  Learn how to decrease manual data entry and leverage the credit card import process to streamline credit card expense entries. Our team will take you step-by-step through processes that will make a positive impact on your role and responsibilities.

In this class, our Ajera experts will provide training on the Best Practices methods for:

• Credit Card Setup
• Establishing Import Settings & Assigning to Credit Cards
• Walk through a sample import including expense report reconciliation and review
• Best practice discussion on the frequency of import and efficiencies gained from import work and review

Tools Provided:

• Copy of the PowerPoint presentation
• Recording of the Training